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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

633 hedge funds and large institutions have $10.9B invested in Schwab US Large- Cap ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 300 increasing their positions, 203 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+20
Holders Change %
+3.26%
% of All Funds
13.9%
Holding in Top 10
129
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.88%
% of All Funds
2.83%
New
46
Increased
300
Reduced
203
Closed
23
Calls
$631K
Puts
$57.9M
Net Calls
-$57.2M
Net Calls Change
-$729K

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$522M
2
CSIA
Charles Schwab Investment Advisory
California
$2.99B
3
AA
Apriem Advisors
California
$99.5M
4
SEI Investments
SEI Investments
Pennsylvania
$1.3B
5
Charles Schwab
Charles Schwab
California
$665M

Top Sellers

1
FMT
First Mercantile Trust
Tennessee
$101M
2
ACG
Allen Capital Group
Nebraska
$13.8M
3
QI
QS Investors
New York
$185M
4
PFC
Phocas Financial Corp
California
$7.57M
5
TCM
Tradewinds Capital Management
Washington
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$48.5M +$2.39M +200,466 +5%
ML
27
McAdam LLC
Pennsylvania
$46.3M +$6.2M +524,550 +15%
PFG
28
Piershale Financial Group
Illinois
$44.9M +$1.98M +167,904 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$42.9M +$6.76M +571,836 +19%
CHA
30
Cooper/Haims Advisors
New York
$42.5M +$2.34M +197,664 +6%
RWM
31
RKL Wealth Management
Pennsylvania
$41.9M -$2.83M -239,604 -6%
BTS
32
BB&T Securities
Virginia
$41.1M +$368K +31,152 +0.9%
HighTower Advisors
33
HighTower Advisors
Illinois
$40.6M +$826K +69,852 +2%
LPL Financial
34
LPL Financial
California
$39.9M +$1.55M +130,722 +4%
JFG
35
JMG Financial Group
Illinois
$37.1M +$695K +58,782 +2%
SFA
36
Sequoia Financial Advisors
Ohio
$36.9M +$4.76M +402,840 +15%
PEA
37
Pacific Edge Advisors
California
$36.5M +$337K +28,476 +0.9%
FPCG
38
Fort Pitt Capital Group
Pennsylvania
$36.4M +$35.7M +3,018,666 +5,038%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$35.7M +$2.12M +179,106 +6%
PRS
40
Pinkerton Retirement Specialists
Idaho
$34.5M +$752K +63,648 +2%
BC
41
Brinker Capital
Pennsylvania
$33.8M -$1.1M -93,204 -3%
RCIM
42
Red Cedar Investment Management
Michigan
$33.4M +$9.71M +821,508 +41%
BSB
43
Bangor Savings Bank
Maine
$32.8M +$2.61M +220,944 +9%
Morgan Stanley
44
Morgan Stanley
New York
$31.9M +$9.6M +812,334 +43%
CAM
45
Cresset Asset Management
Illinois
$31.9M +$30.8M +2,601,330 +2,661%
MTC
46
Matrix Trust Company
Colorado
$31.2M +$108K +9,168 +0.3%
AWMG
47
Alliance Wealth Management Group
New Jersey
$30.2M +$51.5K +4,356 +0.2%
TCM
48
Towercrest Capital Management
Pennsylvania
$30.2M +$51.5K +4,356 +0.2%
PA
49
Planning Alternatives
Michigan
$29.3M +$17.7K +1,494 +0.1%
SHJ
50
Sharkey, Howes & Javer
Colorado
$29.1M +$1.64M +139,104 +6%
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